TopTier Wealth Management’s Elevance Health ELV Stock Holding History

TopTier Wealth Management’s Portfolio ELV Stock Details ELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2	Closed	-$586	–	304
2026 Q1	$586	Buy	+2	New	+$657	﹤0.01%	567

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TopTier Wealth Management's ELV Position: Q2 2026 in Review

TopTier Wealth Management sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 2 shares — an estimated $586 sold.

TopTier Wealth Management first reported a position in ELV in Q1 2026 and held it in 1 quarter. The position peaked at $586 in Q1 2026. 1,602 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

TopTier Wealth Management reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
TopTier Wealth Management sold 2 Elevance Health shares in Q2 2026, an estimated $586.
TopTier Wealth Management first reported a position in Elevance Health in Q1 2026 and held it in 1 quarter.
TopTier Wealth Management's Elevance Health position peaked at $586 in Q1 2026.
1,602 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.